MONTPELLIER ASSET MANAGEMENT LIMITED

Company number 05307480 ·

Active

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Shareholders' funds

£897,031

Balance sheet as at 2025-12-31

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Overview

Company type
Private Limited Company
Incorporated
2004-12-08
Employees
9 (2025 accounts · was 7 in 2024)
Registered office
7 Imperial Square, Cheltenham, Gloucestershire, GL50 1QB
Postcode
GL50 1QB
Capital
100 GBP
Accounts category
Total Exemption Full
Charges
0 outstanding

Accounts

Last made up to
2025-12-31
Next due by
2027-09-30
Financial year end
31 December

Confirmation statement

Last statement dated
2025-11-11
Next due by
2026-11-25
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 2 current · 9 resigned

MR SIMON WHITNEY Secretary
FINANCIAL ADVISER Appointed 2008-06-01
Appointed 2007-06-01

View all officers and resignations →

Group structure 1 subsidiary

From persons-with-significant-control filings on the public register.

Contact details

Website
montpellierasset.com
Phone
01242 530999

Independent Financial advice across Cheltenham, Gloucester and Cirencester. Speak with us today for more information on financial advice and planning.

Previous company names

NameDate changed
AL BAKER & SON (FARMS) LIMITED2006-12-15

Previous registered addresses 3

AddressChanged on
LOWER GROUND FLOOR, GLENDALE, HOUSE, 11 MONTPELLIER TERRACE, CHELTENHAM, GLOUCESTERSHIRE, GL50 1UX2012-12-21
60, BREINTON ROAD, HEREFORD, HR4 0JX2007-03-05
PINEAPPLE PLACE, 135, WIDEMARSH STREET, HEREFORD, HR4 9HE2006-09-01

Among its peers

Top 10%

by shareholders' funds, of 254 similar companies in GL

Among the biggest employers among its local peers (9 staff).

Among the oldest 25% of its local peers, trading since 2004.

341 companies are registered at this postcode →

Competitors Cheltenham

This company ranks 24 among financial intermediation not elsewhere classified in Cheltenham.

Full league table →

The class of 2004

35%

of the 1,315 companies in this sector incorporated in 2004 are still active today; 63% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

Property in England & Wales 1 title

Freehold
1
Most recent registration
2026-04-09
Price paid, where recorded
£700,000
Where
Gloucestershire
Title numberCounty Tenure RegisteredPrice paid
GR208811 Gloucestershire Freehold 2026-04-09 £700,000

For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).

Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.